Maripau Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Maripau Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Buy	14,469 +156	+1%	+$18.8K	0.72%	34
2025 Q4	$1.76M	Sell	14,313 -304	-2%	-$37.2K	0.81%	35
2025 Q3	$1.76M	Sell	14,617 -1,173	-7%	-$135K	0.89%	34
2025 Q2	$1.74M	Sell	15,790 -1,933	-11%	-$191K	0.87%	29
2025 Q1	$1.65M	Sell	17,723 -2,308	-12%	-$233K	0.94%	28
2024 Q4	$2.03M	Sell	20,031 -15,951	-44%	-$1.59M	1.21%	20
2024 Q3	$3.45M	Sell	35,982 -3,691	-9%	-$341K	2.98%	7
2024 Q2	$3.67M	Buy	39,673 +17,544	+79%	+$1.51M	2.51%	7
2024 Q1	$1.87M	Buy	22,129 +11,403	+106%	+$916K	1.4%	15
2023 Q4	$806K	Buy	10,726 +223	+2%	+$15.9K	0.7%	33
2023 Q3	$719K	Buy	+10,503	New	+$743K	0.66%	35

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Maripau Wealth Management's IVW Position: Q1 2026 in Review

Maripau Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q1 2026, buying an estimated $18.8K and bringing the position to 14,469 shares worth $1.64M. The position accounts for 0.72% of the portfolio, ranked #34.

Maripau Wealth Management first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Maripau Wealth Management held 14,469 shares of iShares S&P 500 Growth ETF worth $1.64M as of Q1 2026.
Maripau Wealth Management bought 156 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $18.8K.
iShares S&P 500 Growth ETF made up 0.72% of Maripau Wealth Management's portfolio in Q1 2026, its #34 holding.
Maripau Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Maripau Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.67M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.